Manage billing & subscription | Account settings

Manage your account in RosterElf

This article explains how to access and manage your RosterElf account information, including company details, billing information, invoice history, and subscription settings. Understanding how to navigate these settings ensures you can keep your account up-to-date and manage your subscription effectively.

1. Accessing your account info

To access your account information, follow these steps:

1.1 Click on your account name in the top-right corner of RosterElf.

1.2 Select Account Info from the dropdown menu.

1.3 You will see several tabs: Account, Billing, Invoices, and Subscription.

2. Updating company details and subscription

The Account tab allows you to update your company information:

2.1 Click on the Account tab.

2.2 Update your company name, contact details, and other business information.

2.3 Save your changes when complete.

3. Managing billing and payment details

The Billing tab allows you to manage your payment information:

3.1 Click on the Billing tab.

3.2 Update your payment method, billing address, and invoice email.

3.3 Save your changes to update your billing details.

4. Viewing invoice history

The Invoices tab displays all your past invoices:

4.1 Click on the Invoices tab.

4.2 View your complete invoice history with dates and amounts.

4.3 Download individual invoices as PDF for your records.

5. Reviewing and updating your subscription plan

The Subscription tab shows your current plan details and gives you access to a range of self-service actions — no need to contact support for most changes:

5.1 Click on the Subscription tab.

5.2 Review your current plan, billing cycle, seat count, and pricing.

5.3 Use the guides below to make changes to your plan, seats, or billing cycle, or to cancel if needed.

Frequently asked questions